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Capital Group US Multi-Sector Income ETF
CGMS

257 hedge funds and large institutions have $2.07B invested in Capital Group US Multi-Sector Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 151 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 65

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.79B → $2.07B (+$284M)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

6% more funds holding

Funds holding: 243 → 257 (+14)

3.13% more ownership

Funds ownership: 70.32% → 73.44% (+3.1%)

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
30
Increased
151
Reduced
65
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Capital Advantage
California
+$57.1M
2
LPL Financial
LPL Financial
California
+$47.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$20.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$12.9M
2
DC
DeDora Capital
California
-$11.2M
3
Morgan Stanley
Morgan Stanley
New York
-$9.44M
4
AWS
Atria Wealth Solutions
New York
-$4.88M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
226
Trademark Financial Management
Minnesota
$233K -$214K -7,878 -48%
IWM
227
IHT Wealth Management
Illinois
$230K +$226K +8,332 New
FFA
228
Farther Finance Advisors
California
$228K +$142K +5,244 +175%
Bank of New York Mellon
229
Bank of New York Mellon
New York
$222K +$218K +8,032 New
WWM
230
Western Wealth Management
Colorado
$211K -$569 -21 -0.3%
OP
231
ORG Partners
Indiana
$210K +$166K +6,116 +409%
TA
232
TFB Advisors
Kansas
$207K +$203K +7,502 New
SFS
233
Security Financial Services
Indiana
$206K +$202K +7,471 New
SWP
234
Sagespring Wealth Partners
Tennessee
$204K +$201K +7,400 New
OWA
235
Opal Wealth Advisors
New York
$203K +$1.6K +59 +0.8%
CIAS
236
Capital Investment Advisory Services
North Carolina
$196K – – –
CA
237
CoreCap Advisors
Michigan
$187K -$1.26M -46,466 -87%
SIS
238
Strategic Investment Solutions
Illinois
$179K – – –
LFG
239
Larson Financial Group
Missouri
$158K +$84.2K +3,106 +119%
US Bancorp
240
US Bancorp
Minnesota
$144K – – –
TSMHT
241
Thurston Springer Miller Herd & Titak
Indiana
$138K +$63.7K +2,352 +89%
AF
242
Advisornet Financial
Minnesota
$126K +$49.8K +1,836 +68%
IA
243
IFP Advisors
Florida
$113K +$30.7K +1,132 +38%
VWWMG
244
Vermillion & White Wealth Management Group
Pennsylvania
$91.9K +$5.47K +202 +6%
ACA
245
Aptus Capital Advisors
Alabama
$89K +$1.22K +45 +1%
OW
246
Olistico Wealth
Oklahoma
$53.8K +$8.38K +309 +19%
FP
247
Financial Perspectives
Minnesota
$51.2K +$18.8K +692 +60%
CAL
248
Capital Analysts LLC
Pennsylvania
$51K +$49.7K +1,835 New
AAP
249
Arax Advisory Partners
Colorado
$47.6K +$16.5K +610 +55%
NS
250
NBC Securities
Alabama
$33K – – –
7 8 9
10
11

CGMS Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group US Multi-Sector Income ETF (CGMS) for Q2 2025, worth a combined $2.07B — up 16% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CGMS positions and 15 closed out — a net gain of 15 holders — while 151 added to existing stakes and 65 trimmed.

The largest buyer was Capital Advantage, opening a new position worth an estimated $57.1M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 257 institutional investors held Capital Group US Multi-Sector Income ETF (CGMS) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $2.07B of Capital Group US Multi-Sector Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 30 funds opened new Capital Group US Multi-Sector Income ETF positions in Q2 2025 and 15 closed out, a net change of +15 holders.
  • The largest Capital Group US Multi-Sector Income ETF buyer in Q2 2025 was Capital Advantage, an estimated $57.1M added.
  • The largest Capital Group US Multi-Sector Income ETF seller in Q2 2025 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.